Institute for Wealth Management LLC. Boosts Stock Position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Institute for Wealth Management LLC. boosted its holdings in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 2.9% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 5,475 shares of the company’s stock after purchasing an additional 153 shares during the quarter. Institute for Wealth Management LLC.’s holdings in Vanguard Small-Cap Value ETF were worth $985,000 as of its most recent SEC filing.

A number of other hedge funds also recently bought and sold shares of the business. Integrated Wealth Concepts LLC lifted its holdings in shares of Vanguard Small-Cap Value ETF by 9.3% in the 3rd quarter. Integrated Wealth Concepts LLC now owns 13,770 shares of the company’s stock valued at $2,196,000 after acquiring an additional 1,170 shares during the last quarter. Retirement Investment Advisors Inc. lifted its stake in shares of Vanguard Small-Cap Value ETF by 57.8% in the 3rd quarter. Retirement Investment Advisors Inc. now owns 441,596 shares of the company’s stock valued at $70,430,000 after purchasing an additional 161,791 shares during the last quarter. White Wing Wealth Management purchased a new position in shares of Vanguard Small-Cap Value ETF in the 4th quarter worth approximately $3,584,000. Whittier Trust Co. of Nevada Inc. increased its position in shares of Vanguard Small-Cap Value ETF by 24.3% during the 4th quarter. Whittier Trust Co. of Nevada Inc. now owns 2,252 shares of the company’s stock valued at $405,000 after purchasing an additional 440 shares during the last quarter. Finally, Arkadios Wealth Advisors raised its holdings in Vanguard Small-Cap Value ETF by 23.1% during the 4th quarter. Arkadios Wealth Advisors now owns 17,669 shares of the company’s stock valued at $3,180,000 after buying an additional 3,316 shares during the period.

Vanguard Small-Cap Value ETF Stock Up 0.8 %

Shares of VBR opened at $179.24 on Friday. The business has a fifty day moving average of $184.00 and a 200 day moving average of $173.39. The company has a market cap of $27.07 billion, a PE ratio of 11.50 and a beta of 1.09. Vanguard Small-Cap Value ETF has a 52-week low of $148.75 and a 52-week high of $192.44.

Vanguard Small-Cap Value ETF Company Profile

Vanguard Small-Cap Value ETF (the Fund) is an exchange-traded share class of Vanguard Small-Cap Value Index Fund, which employs a passive management or indexing investment approach designed to track the performance of the MSCI US Small Cap Value Index (the Index). The Index is a diversified index of value stocks of smaller United States companies.